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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,437 | $152,619-58.4% | $125,195-49.3% | $152,909-58.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 22.38% | 54.85%-32.5pp | 43.79%-21.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $938 | $4,947-81.1% | $3,866-75.8% | $4,764-80.3% |
| Participant deferral / active EE | $4,838 | $5,869-17.6% | $4,937-2.0% | $5,851-17.3% |
| Admin fee / account holder | $277 | $13,437-97.9% | $9,704-97.1% | $11,601-97.6% |